Benedetti & Gucer’s Chevron CVX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.02M | Sell |
6,483
-2,687
| -29% | -$424K | 0.51% | 37 |
|
|
2023
Q4 | $1.37M | Buy |
9,170
+156
| +2% | +$23.3K | 0.72% | 30 |
|
|
2023
Q3 | $1.52M | Sell |
9,014
-1,047
| -10% | -$177K | 0.83% | 23 |
|
|
2023
Q2 | $1.58M | Buy |
10,061
+6,017
| +149% | +$947K | 0.81% | 23 |
|
|
2023
Q1 | $660K | Buy |
+4,044
| New | +$660K | 0.38% | 50 |
|
|
2022
Q3 | – | Sell |
-1,458
| Closed | -$212K | – | 86 |
|
|
2022
Q2 | $212K | Buy |
1,458
+44
| +3% | +$6.4K | 0.14% | 82 |
|
|
2022
Q1 | $230K | Buy |
+1,414
| New | +$230K | 0.15% | 87 |
|